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Get Institutions for : 
Schwab Us Reit (SCHH)  
$19.77 0.16 (0.82%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 475    3
Total shares held : 
 247,842,199  
% of shares held : 
 20.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   37  
Amount of shares held : 
 17,515,054  
% of shares held change : 
   1.46%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $17.42  
Last Quarter's Ending Price : 
 $20.71  
Last Quarter's Average Price : 
 $18.58  
Change from last quarter's     
avg. price to the last closing  : 
1.19 (6.4%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
44
 897,031
 0.36%
 
Increased Positions :
185
 24,137,903
 9.74%
 
Unchanged Positions :
95
 1,281,043
 0.52%
 
Decreased Positions :
151
-6,038,294
-2.44%
 
Closed Positions :
41
-1,481,586
-0.6%
 
Guru Positions :
1
11,644
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 15 - 2024-03-31 53,860,915 $1,093,377,000 1,472,209
   FINANCIAL ENGINES ADVISORS L.L.C. 16 - 2023-12-31 48,810,587 $1,010,867,000 1,452,610
   CREATIVE PLANNING 26 - 2023-12-31 29,351,371 $607,867,000 -558,689
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 134 - 2024-03-31 27,347,574 $555,156,000 2,493,740
   US BANCORP 28 - 2024-03-31 26,073,111 $529,288,000 1,002,509
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 39 - 2023-12-31 13,227,757 $273,947,000 11,212,038
   Envestnet Portfolio Solutions Inc. 42 - 2024-03-31 6,356,836 $129,044,000 301,764
   BLACKROCK INC. 2075 - 2024-03-31 4,453,300 $90,402,000 672,823
   HPM Partners LLC - 2023-12-31 5,910,260 $57,080,000 3,685,437
   HUNTINGTON ASSET ADVISORS INC. 10 - 2024-03-31 2,081,886 $42,262,000 686,339
   MONETA GROUP INVESTMENT ADVISORS INC 38 - 2023-12-31 1,545,978 $32,017,000 17,224
   AMERIPRISE FINANCIAL INC 1019 - 2023-12-31 1,470,173 $30,447,000 1,390,921
   Moisand Fitzgerald Tamayo LLC 10 - 2024-03-31 1,244,689 $25,267,000 106,505
   PNC FINANCIAL SERVICES GROUP INC 379 - 2024-03-31 1,071,869 $21,759,000 -38,213
   Charles Schwab Trust Co 15 - 2024-03-31 994,752 $20,193,000 108,991
   Apollon Wealth Management LLC 34 - 2024-03-31 950,118 $19,287,000 171,980
   M&T BANK CORP 216 - 2024-03-31 934,386 $18,968,000 -5,000
   FOSTER & MOTLEY INC 13 - 2024-03-31 902,059 $18,312,000 9,325
   BENJAMIN F. EDWARDS & COMPANY INC. 92 - 2024-03-31 840,555 $17,063,000 -34,506
   LAKE STREET ADVISORS GROUP LLC 24 - 2023-12-31 714,688 $14,801,000 -359,923
   UBS Group AG 1246 - 2023-12-31 710,688 $14,718,000 155,485
   BNP PARIBAS ARBITRAGE SA 660 - 2024-03-31 670,498 $13,611,000 -96,310
   Wealthfront Advisers LLC 125 - 2024-03-31 613,599 $12,456,000 24,600
   Betterment LLC 81 - 2024-03-31 557,708 $11,321,000 60,525
   MARINER WEALTH ADVISORS, LLC 445 - 2023-12-31 536,227 $11,105,000 -4,189
   Tortoise Investment Management LLC 20 - 2024-03-31 509,258 $10,338,000 24,253
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 488 - 2024-03-31 466,461 $9,469,000 -1,617
   JACKSON THORNTON ASSET MANAGEMENT LLC 10 - 2023-12-31 456,504 $9,454,000 147,800
   COURAGE MILLER PARTNERS, LLC 9 - 2024-03-31 453,183 $9,200,000 12,923
   FUND EVALUATION GROUP LLC 15 - 2024-03-31 450,331 $9,147,000 3
   Pioneer Wealth Management Group 8 - 2024-03-31 444,090 $9,015,000 25,102
   Rockefeller Capital Management L.P. 500 - 2023-12-31 416,838 $8,633,000 1,953
   LPL FINANCIAL CORP 1431 - 2024-03-31 419,032 $8,506,000 29,543
   Firestone Capital Management 14 - 2024-03-31 409,869 $8,320,000 7,827
   NATIONAL BANK OF CANADA /FI/ 530 - 2023-12-31 397,669 $8,308,000 -5,247
   Strategic Financial Planning Inc. 5 - 2024-03-31 391,741 $7,952,000 16,916
   ENVESTNET ASSET MANAGEMENT INC 1598 - 2023-12-31 374,193 $7,750,000 -50,917
   WELLS FARGO & CO/MN 1707 - 2024-03-31 378,912 $7,692,000 -15,743
   WEALTH MANAGEMENT RESOURCES INC. 14 - 2024-03-31 366,796 $7,446,000 11,885
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1069 - 2023-12-31 352,935 $7,309,000 -38,865
   Krilogy Financial LLC 39 - 2024-03-31 345,254 $7,009,000 2,861
   Sensible Financial Planning & Management LLC. 15 - 2024-03-31 331,094 $6,721,000 11,728
   Vise Technologies Inc. 14 - 2023-12-31 306,735 $6,352,000 12,807
   CITADEL ADVISORS LLC 1477 - 2023-12-31 282,877 $5,858,000 185,978
   GOLDMAN SACHS GROUP INC/ 2456 - 2023-12-31 280,307 $5,805,000 206,254
   Omega Financial Group LLC 18 - 2024-03-31 277,435 $5,632,000 8,020
   Stratos Wealth Advisors LLC 81 - 2024-03-31 261,705 $5,313,000 12,436
   Nelson Van Denburg & Campbell Wealth Management Gr 78 - 2024-03-31 255,389 $5,184,000 25,604
   J P MORGAN CHASE & CO 2471 - 2024-03-31 243,493 $4,943,000 3,910
   EMPIRICAL FINANCIAL SERVICES, LLC 111 - 2024-03-31 236,815 $4,807,000 -4,698
   WealthCollab LLC 7 - 2024-03-31 233,379 $4,738,000 1,618
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1171 - 2024-03-31 226,004 $4,588,000 182,141
   MORGAN STANLEY 3907 - 2023-12-31 221,356 $4,584,000 58,231
   JONES FINANCIAL COMPANIES LLLP 141 - 2023-12-31 214,163 $4,435,000 -10,183
   Baird Financial Group Inc. 704 - 2023-12-31 200,319 $4,149,000 181,063
   APPLETON PARTNERS INC/MA 85 - 2024-03-31 199,333 $4,046,000 12,047
   VISTA CAPITAL PARTNERS, INC. 13 - 2024-03-31 192,038 $3,898,000 -5,490
   Forum Financial Management LP 65 *New 2024-03-31 185,661 $3,769,000 185,661
   Carlsbad Wealth Advisory Group Inc. 13 - 2023-06-30 191,136 $3,733,000 0
   PURE FINANCIAL ADVISORS, INC. 85 - 2024-03-31 183,617 $3,727,000 -296
   FINANCIAL NETWORK 704 - 2023-12-31 179,029 $3,708,000 -102,142
   Upper Left Wealth Management LLC 13 - 2024-03-31 180,857 $3,671,000 -738
   Elm Partners Management LLC 29 - 2024-03-31 179,109 $3,636,000 135,763
   ZRC WEALTH MANAGEMENT LLC 12 - 2024-03-31 164,062 $3,330,000 42,420
   MARSHALL FINANCIAL GROUP INC /ADV 18 - 2024-03-31 161,549 $3,279,000 17,760
   HIGHTOWER ADVISORS, LLC 1145 - 2024-03-31 161,416 $3,277,000 7,706
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 605 - 2023-09-30 183,859 $3,264,000 28,762
   Rockbridge Investment Management LCC 29 - 2023-12-31 154,492 $3,200,000 66,001
   Congress Wealth Management LLC / DE / 273 - 2024-03-31 149,810 $3,041,000 5,185
   Fiduciary Alliance LLC 56 - 2024-03-31 149,963 $2,996,000 8,456
   FINANCIAL COUNSELORS INC 228 - 2024-03-31 144,697 $2,937,000 0
   Schoolcraft Capital LLC 24 - 2024-03-31 132,524 $2,690,000 -1,720
   SWS Partners 44 - 2024-03-31 130,841 $2,656,000 7,216
   Jackson Creek Investment Advisors LLC 2 - 2024-03-31 129,628 $2,631,000 5,060
   JMG FINANCIAL GROUP, LTD. 47 - 2024-03-31 129,367 $2,626,000 10,242
   Cypress Point Wealth Management LLC 19 - 2024-03-31 128,436 $2,607,000 3,343
   SageView Advisory Group LLC 95 *New 2024-03-31 56,123 $2,582,000 56,123
   SMITH MOORE & CO. 70 - 2023-12-31 123,856 $2,565,000 4,433
   Kohmann Bosshard Financial Services LLC 42 - 2024-03-31 126,109 $2,560,000 3,534
   GYL Financial Synergies LLC 103 - 2023-12-31 120,701 $2,500,000 15,951
   Brooklyn FI LLC 25 - 2024-03-31 121,444 $2,465,000 -572
   Perigon Wealth Management LLC 226 - 2024-03-31 120,975 $2,456,000 6,748
   BB&T CORP 1175 - 2023-12-31 112,347 $2,327,000 8,481
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 68 - 2023-12-31 110,500 $2,288,000 17,105
   PACIFIC CAPITAL WEALTH ADVISORS INC 26 - 2023-12-31 108,447 $2,246,000 3,678
   Brio Consultants LLC 42 - 2024-03-31 103,953 $2,110,000 -1,176
   Passive Capital Management LLC. 18 - 2023-03-31 107,813 $2,102,000 3,963
   Empower Advisory Group LLC 202 - 2024-03-31 103,017 $2,091,000 -2,618
   AWM CAPITAL LLC 29 - 2024-03-31 102,850 $2,088,000 -94
   Waypoint Capital Advisors LLC 45 - 2024-03-31 102,107 $2,073,000 -22,999
   Personal Capital Advisors Corp 212 - 2022-12-31 106,744 $2,059,000 30,740
   Geneos Wealth Management Inc. 248 - 2024-03-31 101,058 $2,051,000 -4,471
   Glassy Mountain Advisors Inc. 37 - 2024-03-31 99,092 $2,012,000 4,310
   YALE CAPITAL CORP 173 - 2024-03-31 97,537 $1,980,000 0
   Patriot Investment Management Inc. 65 - 2024-03-31 96,958 $1,968,000 -1,895
   Johnson Financial Group LLC 16 - 2024-03-31 96,686 $1,963,000 -575
   GSA CAPITAL PARTNERS LLP 114 *New 2024-03-31 96,402 $1,957,000 96,402
   Vivaldi Capital Management LLC 41 - 2023-12-31 100,849 $1,956,000 39,031
   ATLAS CAPITAL ADVISORS LLC 70 - 2024-03-31 94,623 $1,921,000 37,527
   HHM Wealth Advisors LLC 27 - 2023-12-31 92,645 $1,919,000 2,944
  100 Records found
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